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AI-native automation

Automate work acrossGoogle Docs and iManageby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

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Help me automate matter workspace creation in Google Docs and iManage. Caddi builds the loop and runs it.

Google DocsProductivity
iManageProductivity

See it on your stack

See Caddi run Google Docs and iManage together.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

What Caddi is and how it works

An AI teammate that runs your back-office loops.

  • Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
  • Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Google Docs and iManage together

  • 01

    Upload document in iManage when new document in Google Docs.

    Caddi watches Google Docs for new document and upload document in iManage — no copy-paste, no missed records.

  • 02

    Create document in Google Docs when new document in iManage.

    Caddi watches iManage for new document and create document in Google Docs so the two systems stay in lockstep.

  • 03

    Search documents in iManage from Google Docs events.

    When document updated happens in Google Docs, Caddi search documents in iManage with the right context attached.

Actions Caddi can take across Google Docs and iManage

  • Google Docs

    New document

    Triggers when a new doc is created in a folder.

  • Google Docs

    Document updated

    Triggers when an existing doc is edited.

  • Google Docs

    Create document

    Create a new Google Doc with a title and starter content.

  • Google Docs

    Append text

    Append text to the end of an existing doc.

  • Google Docs

    Replace text

    Find-and-replace all occurrences of a string in a doc.

  • Google Docs

    Create from template

    Generate a doc from a template with merge fields.

  • iManage

    New document

    Triggers when a new document is added to a workspace.

  • iManage

    Document updated

    Triggers when an existing document is checked in.

  • iManage

    Upload document

    Add a document to an iManage workspace with profile data.

  • iManage

    Search documents

    Find documents by metadata, content, or author.

  • iManage

    Move document

    Move a document between folders or workspaces.

  • iManage

    Copy document

    Duplicate a document to a new folder.

Common questions

How does Caddi connect Google Docs and iManage?

Google Docs and iManage just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Google Docs and iManage end-to-end.

Do I need engineering help?

No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.

Is my data safe?

Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.

Can Caddi connect Google Docs and iManage to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Google Docs + iManage loop is live, Caddi suggests other tools and other workflows to fold in.

How fast can it go live?

Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.

Ready to automate Google Docs and iManage?

Drop your work email and we'll show you Caddi running end-to-end against Google Docs, iManage, and the rest of your stack.